The Job holder will be responsible for supporting the underwriting of new business and general administration of premiums for bank collections under the supervision of responsible Deputy Managers.

1. Screening & underwriting of Proposals – It is a key responsibility to meticulously screen and underwrite business both from a financial and medical underwriting perspective.
2. Capturing of Business – It is a key responsibility of the Job Holder to capture underwritten into the System.
3. RTB management: providing feedback and analysis to agency for returned proposals;
4. Client Communication: liaising with Customer Service for client onboarding and policy servicing calls;
5. Preparation of New Business Lodgings – It is a key output of this role to compile and prepare New Business Lodgings within the stipulated timelines.
6. Printing of Policy Acceptance Letters– Ensuring that Policy Acceptance Letters are promptly & proficiently printed & dispatched to the clients.
7. Records Management & Filing – The Job holder will be expected to create files, file and ensure that the files are kept in an orderly manner for future reference and use.
8. Premium Administration: Assisting in ensuring the efficient collection of bank premium collections; ensuring correct premium mandates are sent to bank; Reconciliations of bank premium collections; attending to agency premium related queries; Assisting in ensuring correct commission is paid to agents and responding to agency commission related queries.
9. Reporting – The job holder will be expected to assist the Deputy Manager in preparing and timely delivery of all the reports as required.
10. Expected to attend to any other duties assigned to you from time to time.

• High standards of honesty and integrity.
• Must be a team player.
• Resilient and ability to work under extreme pressure.
• Attentive & focusing even on the smallest detail.
• Pleasant and Friendly personality.
• Must possess high sense of urgency.
• Self-motivated starter.
• Confidentiality when handling client’s medical records.

• Minimum of Advanced Insurance Certificate/Diploma/Degree in Insurance

• Experience in Individual Life underwriting and/or policy administration.
• Knowledge of Reinsurance Treaties
• Computer Literate
• Individual Life Products knowledge
• Underwriting principles & guidelines
• Knowledge of use of Ms Excel
• Basic Knowledge in the Medical Field & advancements in clinical medicine
• Insurance Underwriting and Policy administration Skills
• Individual life Insurance Products knowledge
• Quantitative & Qualitative data analysis Skills
• Analytical & Planning Skills
• Problem Solving & Decision-making Skills
• Interpersonal & Customer Relationship Skills
• Team Player
• Ability to interpret medical reports & results